IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,134
New
Increased
Reduced
Closed

Top Buys

1
+$77.5M
2
+$34.6M
3
+$26.8M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$25.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$25.5M

Top Sells

1
+$59.2M
2
+$29.7M
3
+$13M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$12.8M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$8.36M

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.77%
3 Financials 3.89%
4 Industrials 3.05%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2176
$50K ﹤0.01%
878
+670
2177
$50K ﹤0.01%
1,404
+726
2178
$50K ﹤0.01%
+2,310
2179
$50K ﹤0.01%
664
-139
2180
$50K ﹤0.01%
1,536
+265
2181
$50K ﹤0.01%
2,140
+570
2182
$50K ﹤0.01%
+958
2183
$50K ﹤0.01%
1,360
+525
2184
$50K ﹤0.01%
+255
2185
$49K ﹤0.01%
+3,556
2186
$49K ﹤0.01%
+6,000
2187
$49K ﹤0.01%
1,438
+1,331
2188
$49K ﹤0.01%
2,481
+2,377
2189
$49K ﹤0.01%
+3,912
2190
$49K ﹤0.01%
+358
2191
$49K ﹤0.01%
+3,500
2192
$49K ﹤0.01%
+1,963
2193
$49K ﹤0.01%
+1,926
2194
$49K ﹤0.01%
574
+511
2195
$48K ﹤0.01%
+313
2196
$48K ﹤0.01%
1,888
-5,812
2197
$48K ﹤0.01%
+3,700
2198
$48K ﹤0.01%
1,428
+1,328
2199
$48K ﹤0.01%
293
+28
2200
$48K ﹤0.01%
986
+633
86 87
88
89 90